Quote marked "won" → kickoff email → onboarding task → alert

The problem

The yes arrives, everyone celebrates, and then the client hears nothing for days while the work is scheduled. The silence right after they paid attention to you is where doubt starts. The first email should not wait for a free afternoon.

What happens when it runs

1. Every morning: search the quotes sheet for status "won"
2. For each: a short kickoff email to the client with the next three steps
3. A "kickoff call" task in the onboarding list, due in two days
4. The quote moves to "won - kicked off", so the email never goes twice, and a Telegram message tells you who to call

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

• Make — the automation engine · Sign up (one month of Core free) → paid link · we earn a commission
• Google Sheets — log and lists
• Gmail — email
• Telegram — alerts

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

• The quotes spreadsheet id (the same sheet as the quote follow-ups)
• Quotes columns A–E: client, email, amount, sent_date, status
• The onboarding spreadsheet id and tab, columns A–F: date, name, email, task, due, status
• Your name for the signature
• Chat ID

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

• Quotes sheet · client | email | amount | sent_date | status (Sent with the blueprint by email)
• Onboarding list · date | name | email | task | due | status (Sent with the blueprint by email)

How to import (2 minutes)

1. In Make: Scenarios → Create a new scenario
2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
4. Replace every value in double curly braces ({{…}}) with your own from the list above
5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

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